Purpose
To analyze total hours worked by each team member along with the percentage of those that are billable, helping leadership evaluate both effort and effectiveness in contributing to revenue generating activities.
Visualization Type | Pivot Chart |
Liveboard | Task Dashboard |
Tab | Overview |
Function | Time |
Filters | Excludes Time Entry User Name = {Null} |
Need-to-Know Glossary of Terms
Client Name - Customer name, if a display name exists, that will be the primary search term. If there is no display name, first and last name will be displayed.
Time Entry Hours - Length of time entry.
Time Entry Start Date - Starting timestamp of time entry duration.
Time Entry User Name - The name of the team member who logged time.
Billable Hours Formula - Calculates the sum of time entry hours if the time entry is billable.
sum_if( Time Entry is Billable = true, Time Entry Hours)Billable Time Percentage Formula - Calculates the percentage of billable time by dividing the sum of billable time entry hours by the sum of total time entry hours.
safe_divide( sum_if( Time Entry is Billable = true, Time Entry Hours), sum (Time Entry Hours))
Report Structure Overview
Time Entry User Name Filter - Filter excluding time entries where the time entry user name = {Null}
Rows - Time Entry User Name
Column - Billable Hours Formula
Column - Total Time Entry Hours (billable and non-billable hours)
Column - Billable Time Percentage Formula
Suggested Modifications: Want to turn on Heatmap Mode?
Navigate to the Configure on the left hand side.
Select the Settings tab.
Under Display, click the checkbox next to Heatmap mode.
Primary Use Case Scenario
An admin can review this report to assess how individual team members are allocating their time and determine which employees maintain strong utilization (high billable % of total hours).
Actionable Insights
Gives a clear picture of each team member's overall workload and how much of that time contributes to billable client work. Also allows for identification of employees with low billable percentages who may need support, reallocation, or performances coaching.